How do I add fees to a Vendor Contract?
To add Vendor Contract fees, please follow the steps outlined below.
1. Click on Vendor Contracts in the navigation.
2. Use the Search and Filter options to locate your Vendor Contract. Click on your desired vendor contract to view and edit it.
3. In the Fees section, click on Add Single Fee to add fees individually.
4. Select a Vendor Fee type.
5. Select a Vendor Fee Auditing Restriction.
6. If Restriction requires an Amount or Percentage, please provide it in the field that appears.
7. Click on Save.
How do I apply a markup for client rates?
If subscribed to our Revenue tier, you can apply client rate markups to vendor contract fees. To do so, follow these steps.
1. Select a Markup Type.
2. Enter your Client Rate Percentage or Fixed Markup.
3. Enter a Client Line Item Description Override if desired. This is how the client line item description will appear on the client invoice.
How do I add fees in Bulk?
To add vendor contract fees in bulk, follow these steps.
1. Click on Vendor Contracts in the navigation.
2. Use the Search and Filter options to locate your Vendor Contract. Click on your desired vendor contract to view and edit it.
3. In the Fees section, click on Bulk Add Fees to add fees individually.
4. Use bulk actions to quickly set multiple fees to "Not Allowed" or "Uncapped."
5. Set Auditing Restriction and enter amount or percentage values based on the selected restriction types for additional fees.
For more information on adding fees in bulk, please see the video below.
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.